Hi All, I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a supe read more

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Hi, looking for some advice from the HubSpot community. More & more we're looking to segment our monthly reporting to show 'new leads' acquired into HubSpot by marketing for the first time vs. existing leads that have been influenced by market read more

Hello, I have two date properties that I created. Some of my employees are responsible for multiple contacts. I want to see how long it takes each manager on average to get the contacts he/she is responsible for between the first date property a read more

Is there a way to pull a report of all quotes SIGNED in a certain date range?

This report is showing a moment in time. Meaning, this is how many people are in each stage today. However, what I REALLY want to know is how many people touched lead stage, touched MQL stage, touched SQL stage, etc. over a specific period of ti read more

Hello everyone, I'm trying to set up a table/matrix that can show me if a particular call log is being used or not. So far I can figure out how to show all call notes with this specific product name, but I can't figure out how to get it to show if read more

Hello, i'm struggeling from days, trying to underatsnd why the quarter goal i see in the chart is not corresponding on sales goal previously set in individual goal. For ex, I have my Q1 which is showing 3.9M€ as quarter goal, and this is fine bec read more

I feel like this should be easy, but I'm having a hard time figuring it out. I want to be able to see the last meeting date (as well as meeting type and outcome) in my deal views. So we can easily see for our deals when the last meeting was, wh read more

I'm trying to run a report for email sent with a specific key phrase in the Email Body. Here are the filters for the custom Activity report details: Activity Type : Email Sent to Contact Email Body : contacts [key phase] Activity Date : th read more

Is there any way I can create a report that reflects the target account reach-outs we wanted to complete on a quarterly basis? Currently, I can report on target accounts by company owner and activity date, but I can’t show the ones we want to comple read more

Good day, colleagues, We need help building two reports that compare LinkedIn invitations sent and accepted monthly. Hubspot suggests only a year-to-year option. We have and use a HubLead subscription and build lists where we can see those to whom read more